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FJ Research

The few category-defining companies

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Issues130Foundeda year agoLast Issue7 days ago
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Latest Issues

Oscar Health looks like a 2x from here

They call me “Oscar OG”

They call me one of the Oscar Health OG’s around here. I covered the stock early and initiated a position when almost nobody wanted to hear about it. My average cost is $13.19. As of today that position is up roughl...

7 days ago
3
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Nubank ($NU) Update

Clean quarter & US market entry

Nubank delivered another clean quarter and finally entered the US market:

9 days ago
5
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SpaceX added $13 billion of ARR this month

What Johnsen said at Goldman, what Vermilion actually means for revenue, and why I still treat this as a lifelong hold.

I never wrote a SpaceX deep dive because the company is already picked apart every week.

14 days ago
6
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Tesla and physical AI

Robotaxi, Optimus, and the chips

I have been turning this Tesla story over for a while and I keep landing in the same place. The interesting part is whether this company becomes the firm that builds machines which actually move through the...

17 days ago
3
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The stocks that can still double

Concentrated book, Cybercab week, and what I am not doing

A few of you asked what I am doing with Tesla’s Cybercab week. Short answer first, then the book.

19 days ago
5
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